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Seminars

Teleseminars – Sponsored by WealthCounsel Advisors, featuring nationally recognized speakers, in our office twice monthly. 

Teleseminars are generally offered over the lunch hour, include a box lunch and may be eligible for continuing education credits.

Please contact our office if you wish to attend one.

 

2011 Teleseminars:

Harnessing the Power of Trusts to Grow Your Practice
April 13, 2011
12:00 - 1:00 PM

Charitable Planning
May 17, 2011
12:00 - 1:00 PM

Top 15 Income Tax Planning Ideas for 2011
May 31, 2011
12:00 - 1:00 PM

Top 15 Estate Planning Strategies for 2011
June 15, 2011
12:00 - 1:00 PM

Income Tax Planning Concepts
June 21, 2011
12:00 - 1:00 PM

Taxation of Stock, Bond, Warrant and Options Transactions
July 13, 2011
12:00 - 1:00 PM

Special Trusts
July 27, 2011
12:00 - 1:00 PM

Entity Sale, Reorganizations and Other Transactions for the Family Business
August 17, 2011
12:00 - 1:00 PM

Trustee Selection for Irrevocable Trusts
August 23, 2011
12:00 - 1:00 PM

IRA Update Including Advanced Roth Conversions
September 13, 2011
12:00 - 1:00 PM

Marital Deduction Planning
September 27, 2011
12:00 - 1:00 PM

TBA
October 4, 2011
12:00 - 1:00 PM

Asset Protection
October 18, 2011
12:00 - 1:00 PM

TBA
November 8, 2011
12:00 - 1:00 PM

Retirement Planning
November 16, 2011
12:00 - 1:00 PM

TBA
December 6, 2011
12:00 - 1:00 PM

Continuum of Care - Client Update Meetings
December 14, 2011
12:00 - 1:00 PM